Joel Isaacson & Co’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Hold |
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|
2025
Q2 | $232K | Hold |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $243K | Hold |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $758K | Buy |
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|
2022
Q4 | $754K | Hold |
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|
2022
Q3 | $756K | Hold |
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|
2022
Q2 | $780K | Hold |
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|
2022
Q1 | $883K | Hold |
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|
2021
Q4 | $977K | Hold |
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|
2021
Q3 | $958K | Hold |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $897K | Hold |
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|
2020
Q4 | $718K | Hold |
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|
2020
Q3 | $518K | Hold |
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|
2020
Q2 | $535K | Hold |
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|
2020
Q1 | $458K | Hold |
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|
2019
Q4 | $807K | Hold |
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|
2019
Q3 | $737K | Hold |
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|
2019
Q2 | $726K | Hold |
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|
2019
Q1 | $688K | Hold |
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|
2018
Q4 | $669K | Hold |
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|
2018
Q3 | $776K | Hold |
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|
2018
Q2 | $778K | Hold |
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|
2018
Q1 | $797K | Hold |
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|
2017
Q4 | $780K | Hold |
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|
2017
Q3 | $747K | Hold |
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|
2017
Q2 | $721K | Hold |
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|
2017
Q1 | $709K | Hold |
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|
2016
Q4 | $718K | Hold |
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|
2016
Q3 | $557K | Hold |
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|
2016
Q2 | $513K | Hold |
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|
2016
Q1 | $503K | Buy |
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